Who owns LITMAN GREGORY FDS TR POLEN?
- Ticker: PCIG
- CUSIP Number: 53700t736
Tip: Access positions for across all investors
Analyze quarterly positions in Litman Gregory Fds Tr Polen with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of Litman Gregory Fds Tr Polen stock
Who bought or sold LITMAN GREGORY FDS TR POLEN this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors | 1.6M | $15M | -3% | Dec 2025 |
|
| AI Financial Services | 128k | $1.2M | 5% | Dec 2025 |
|
| Envestnet Asset Management | 113k | $1.1M | -5% | Sep 2025 |
|
| CLS Investments | 49k | $459k | -1% | Sep 2025 |
|
| BridgePort Financial Solutions | 21k | $189k | -24% | Dec 2025 |
|
| Susquehanna International | 18k | $165k | 100% | Sep 2025 |
|
| Insight Advisors, LLC/ PA | 13k | $122k | 0% | Sep 2025 |
|
| Jane Street | 13k | $118k | -17% | Sep 2025 |
|
| Citadel Advisors | 12k | $113k | -13% | Sep 2025 |
|
| Advisor Group Holdings | 8.7k | $81k | 0% | Sep 2025 |
|
| Aptus Capital Advisors | 3.2k | $30k | 6% | Sep 2025 |
|
Who sold out of Litman Gregory Fds Tr Polen?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Flow Traders US | Jun 2025 | 14k | $135k |
| Smart Portfolios | Sep 2025 | 13k | $126k |
| UBS Group | Sep 2025 | 3.7k | $35k |